Audience
This intermediate course is intended for Modelers.
Prerequisites
You should have:
- Knowledge of your organization's data and structure
- Knowledge of Microsoft Excel
Duration
4 days. Hands on.
Course Objectives
IBM Cognos Planning Analyst: Build Models (V10.1) teaches modelers how to design and build models for business planning. Participants will learn the data modeling process and participate in hands-on demos and workshops that illustrate good model design and best practice techniques while learning how to use the product.
- Introduction to IBM Cognos Planning Analyst
- Create D-Lists and D-Cubes
- Load Data
- Enhance D-Lists and D-Cubes
- Distribute Data
- Create and Distribute an Income Statement
- Forecast Data
- Automate Processes
- Object Maintenance and Administration
- Use Complex Calculations
- Examine Advanced Concepts
- Design for Reporting
- Enhance Functionality Using the IBM Cognos Planning Analyst Add-in for Microsoft Excel
- Illustrate the Model Using IBM Cognos Planning Manager
Course Content
Introduction to IBM Cognos Planning Analyst
Examine the components of the IBM Cognos Planning solution
Discuss libraries, D-Lists, D-Cubes, and D-Links
Create libraries
Create D-Lists and D-Cubes
Manually create D-Lists
Import D-List items from external sources
Modify D-Lists
Build D-Cubes
Load Data
Determine what can be used as source data
Create file maps to assist in loading data
Load data from an external source into a D-Cube
Load data from one D-Cube to another
Enhance D-Lists and D-Cubes
Prevent calculations on a D-List item
Control user input using a formatted D-List
Use Built-in Functions (BiFs) to calculate data
Use time averages in a D-List
Use weighted averages in a D-List
Apply conditional formulas to a D-List
Distribute Data
Use a D Cube to allocate data
Summarize D Cube data with Accumulation D Links
Populate a D Cube based on text in the target D Cube using Lookup D Links
Create and Distribute an Income Statement
Determine the requirements for building and populating an income statement
Discuss various methods of depreciation
Calculate depreciation using a Built-in Function
Export income statement data
Forecast Data
Examine the Forecast Built-in Function
Build a revised rolling forecast
Use various methods to forecast data
Automate Processes
Use D List and D Cube update links to update structure and data
Create macros to automate the update process
Enhance macros functionality
Record a macro to perform repetitive tasks
Object Maintenance and Administration
Examine IBM Cognos security
Add and maintain libraries
Apply security to a library or object
Add, remove, and modify objects
Create copies of objects and libraries
Discuss features that affect performance
Use Complex Calculations
Move values through periods using the FeedParam Built-in Function
Round values using TRound Built-in Function
Examine Tier calculations
Calculate balances based on profiles
Examine Advanced Concepts
Discuss calculation precedence
Restructure D Cubes
Transfer data within a D Cube
Examine cascading allocations
Design for Reporting
Explore the tools available for reporting on Planning Analyst data
Design a model for reporting purposes
Publish objects for external reporting
Make published data available for reporting in IBM Cognos
Create a report based on Planning Analyst published data
Populate a D-Cube using IBM Cognos as a datasource
Enhance Functionality Using the IBM Cognos Planning Analyst Add-in for Microsoft Excel
Examine the IBM Cognos Planning Analyst Add-in for Microsoft Excel
Build views
Update views
Create and use templates for data entry
Format and customize Microsoft Excel spreadsheets
Update reports
Examine batch printing
Illustrate the Model Using IBM Cognos Planning Manager
Design reports
Create a flowchart
Link the flowchart to objects in IBM Cognos Planning Analyst
Create tables
End-to-End Workshop (Optional)
Use IBM Cognos Planning Analyst with IBM Cognos Planning Contributor (Optional)
Use IBM Cognos Planning Analyst with IBM Cognos Finance (Optional)